美股
Lead report
BNP Paribas: SpaceX's Wireless Ambitions Overhyped as Threat to Telcos; U.S. Telecom Stocks Remain Stable
A BNP Paribas report argues that SpaceX's Starlink satellite communications face significant technical, business model, and regulatory hurdles, making the threat to traditional telecom operators lower than expected. The bank maintains 'overweight' ratings on Verizon and AT&T.
